| name | quarterly-review |
| description | Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments. |
| allowed-tools | Read, WebFetch, Bash |
Run the quarterly business review. Pull financial, sales, and customer data for the quarter, synthesize it into a narrative, and produce a presentation-ready document.
Parse arguments:
--quarter (default: previous calendar quarter) — format YYYY-QN (e.g., 2026-Q1)--save-to (default: files) — files (Google Drive / OneDrive), desktop, or both
Step 1 — Financial performance
Using the business-pulse skill in deep mode:
- Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin.
- Compare to prior quarter and same quarter last year (if available).
- Pull PayPal settlements for the same period to validate QB revenue.
- Calculate: revenue growth %, margin change in points, top 3 revenue categories.
Step 2 — Customer health
- Pull HubSpot deal data: new customers won, churned, average deal size, pipeline entering next quarter.
- Calculate customer acquisition cost (if data available) and revenue per customer.
- Flag any customers representing >20% of revenue (concentration risk).
Step 3 — Top opportunities
Identify 3 specific opportunities for next quarter based on the data:
- Revenue upside (category, customer segment, or channel to double down on)
- Margin upside (cost to cut or price to raise)
- Customer upside (segment to target or churn to reduce)
Step 4 — Top risks
Identify 3 specific risks for next quarter:
- Revenue risk (concentration, trend, seasonality)
- Margin risk (rising cost, pricing pressure)
- Operational risk (pipeline gap, vendor dependency)
Step 5 — QBR narrative
Write a 500–800 word narrative in plain business English with this structure:
- Quarter headline (one sentence)
- Revenue story (trend + why)
- Margin story (trend + why)
- Customer story (health + pipeline)
- Three opportunities
- Three risks
- One-paragraph call to action for next quarter
Step 6 — Export
Generate:
qbr-{YYYY-QN}.pdf — formatted narrative + key charts (as ASCII tables if no chart tool available)- Save to
--save-to location
Connector failures
If QuickBooks is unreachable, stop — the QBR requires QB financial data as the foundation. If PayPal is missing, skip cross-validation and note "PayPal not connected — revenue validated from QB only." If HubSpot is missing, skip customer health (Step 2) and note "HubSpot not connected — customer health section skipped."
Approval gates
- Never publish or email the QBR automatically. Always display for owner review first.
- Flag if any data source returns incomplete data — note gaps in the narrative.
Output
Present the narrative in-line, then confirm export. End with a one-paragraph "what to focus on next quarter" summary.
